Plan Fiduciary Services, Inc.'s EIN is 27-3523833.
Download the official 2024 Form 5500 (PDF) for Plan Fiduciary Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan Fiduciary Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS, LL |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS IND MOD 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.0M | 22.2% | |
| MYCOMPASS IND MOD 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.3M | 19.9% | |
| MYCOMPASS IND MOD RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.1M | 14.5% | |
| Voya Retirement Insurance and Annuity Company MyCompass Ind Mod Ret Fd R | Common Stocks | — | — | $11.0M | 14.3% | |
| MYCOMPASS IND MOD 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.0M | 10.5% | |
| Voya Retirement Insurance and Annuity Company MyCompass Ind Mod 2055 Fd R | Common Stocks | — | — | $7.9M | 10.3% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.0M | 6.6% | |
| Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.0M | 6.5% | |
| MYCOMPASS IND AGG 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 4.9% | |
| Voya Retirement Insurance and Annuity Company MyCompass Ind Agg 2055 Fd R | Common Stocks | — | — | $3.7M | 4.8% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.6M | 3.4% | |
| MYCOMPASS IND MOD 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 2.7% | |
| VANGRD EQUITY INCOME FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| Voya Retirement Insurance and Annuity Company Vangrd Equity Income Fund Adm | Common Stocks | — | — | $1.5M | 1.9% | |
| VOYA FIXED ACCOUNT (4450) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.7% | |
| MYCOMPASS IND AGG 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $982K | 1.3% | |
| Voya Retirement Insurance and Annuity Company MyCompass Ind Agg 2025 Fd R ** 0 * Voya Retirement Insurance and Annuity Company MyCompass Ind Agg 2035 Fd R | Common Stocks | — | — | $964K | 1.3% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $960K | 1.3% | |
| ISHARES MSCI EAFE INDEX FND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $839K | 1.1% | |
| Voya Retirement Insurance and Annuity Company iShares MSCI EAFE Index Fnd K | Common Stocks | — | — | $824K | 1.1% | |
| MYCOMPASS IND AGG 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $777K | 1.0% | |
| MYCOMPASS IND AGG 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $747K | 1.0% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $711K | 0.9% | |
| Voya Retirement Insurance and Annuity Company American Funds Nw Prspctv R6 | Mutual Funds | — | — | $701K | 0.9% | |
| FIDELITY MID CAP IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $675K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $666K | 0.9% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $521K | 0.7% | |
| STATE STREET AGGR BD INDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $519K | 0.7% | |
| Voya Retirement Insurance and Annuity Company State Street Aggr Bd Indx K | Common Stocks | — | — | $516K | 0.7% | |
| FIDELITY SM CP IND FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $511K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $505K | 0.7% | |
| CORE BOND FUND R1 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $477K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Core Bond Fund R1 | Common Stocks | — | — | $474K | 0.6% | |
| MYCOMPASS IND CNS 2045 F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $387K | 0.5% | |
| MYCOMPASS IND AGG RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $380K | 0.5% | |
| INTERNATIONAL GROWTH FND II R1 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $352K | 0.5% | |
| MYCOMPASS IND CNS 2035 F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $342K | 0.4% | |
| Voya Retirement Insurance and Annuity Company MyCompass Ind Cns 2025 F R ** 0 * Voya Retirement Insurance and Annuity Company MyCompass Ind Cns 2035 F R | Common Stocks | — | — | $338K | 0.4% | |
| MYCOMPASS IND CNS 2055 F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $324K | 0.4% | |
| Voya Retirement Insurance and Annuity Company MyCompass Ind Cns 2055 F R | Common Stocks | — | — | $287K | 0.4% | |
| MYCOMPASS IND CNS RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $282K | 0.4% | |
| JPMORGAN SMCP GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $231K | 0.3% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $206K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $204K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Gv Mny Mkt F A (Hld Acct) | Common Stocks | — | — | $164K | 0.2% | |
| ALLSPG SPEC SMCP VL FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $104K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Allspg Spec SmCp Vl Fd R6 | Common Stocks | — | — | $103K | 0.1% | |
| MYCOMPASS IND CNS 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| MYCOMPASS IND MOD 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MYCOMPASS IND AGG 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| SERVICE PROVIDER |
| $35K |
| — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFS INVESTMENTS INC | 06-1375177 | DULUTH, GA | BROKER/DEALER | $0 | — |
| LPL FINANCIAL CORPORATION | 06-1375177 | — | BROKER/DEALER | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 06-1375177 | NEW YORK, NY | BROKER/DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC | 71-0294708 | — | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | SERVICE PROVIDER | $0 | — |
| BRIGHTON JONES, LLC | 91-2007475 | — | SERVICE PROVIDER | $0 | — |
